Client Services Representative

About the role

Client Services Representative must be looking for a career in financial services.

Location

100% onsite in Boston, MA

Duration

3–6 month contract to permanent

Pay

$18–$21/hour W2 depending on experience

Schedule

Schedule changes every week; shifts range from as early as 8 AM–4 PM to as late as 11 AM–7 PM. Schedule is provided 2 weeks in advance. Ability to switch shifts is required, but each schedule must be covered. There is no set schedule.

Start date

Monday, October 5, 2026

Responsibilities

• Respond to incoming phone calls from existing and potential clients about the company’s products.
• Process a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
• Resolve basic account problems and questions; initiate research on more complex problems by directing to the appropriate work area for resolution.
• Communicate by telephone, fax, and email with shareholders, participants, broker/dealers and others to verify information, clarify requests, or provide appropriate documentation to customers as requested.
• Maintain proper documentation of telephone calls.
• Perform additional duties as requested.
• Interact with other departments within the Service Center to resolve problems and answer questions.

Requirements

• Associate’s degree or equivalent work experience.
• Customer service experience preferred.
• Strong communication and analytical skills.
• Strong attention to detail and organizational skills.
• General knowledge of Microsoft Office products preferred.